Jake Tyler Gross
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Wealth, Inc.Sep 2025 to now
- Wells Fargo Bank, NAOct 2024 to Sep 2025
- Wells Fargo Clearing Services, LLCOct 2024 to Sep 2025
- UnemployedApr 2024 to Oct 2024
- Fidelity InvestmentsAug 2020 to Mar 2024
- Trillium TradingJun 2019 to Aug 2019
- Gallery Media GroupJul 2018 to Aug 2020
- Jake G. PhotographyJul 2015 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7284563
- Firm CRD
- 23131